SUMMARY

• Insightful and innovative Leader, Senior Management Professional, Certified Scrum Master, and Scrum Coach with a proactive management style. With over 20 years consulting and industry experience specializing in business and technology transformation accompanied with an in - depth knowledge of SDLC and Agile (Scrum, Kanban, XP) methodologies.
• Persistent problem solver and innovative leader in project and program delivery, emergency management, strategic research/development, budgeting, vendor management, resource balancing and resource optimization who gets the job done
• . Demonstrated ability to develop executive level relationships and to champion numerous global engagements for leading firms such as J.P. Morgan, Bank of America, Morgan Stanley, Marsh USA, Confidential Suisse, Confidential, ABN AMRO Bank and Thomson Reuters.
• AGILE Transformation IT & Business
• SDLC & Lifecycle Methodologies
• System Integration
• Agile Implementation and Management
• IT Program & Project Management
• CCAR
• AGILE Scalability (LeSS, SAFe, Spotify)
• IT Governance & Tactical Execution
• Service Delivery
• AGILE coaching & customization
• Process Flows, Workflow
• Product Development
• Cross Functional Team Management
• Strategic Technology Planning
• Scope Control
• Transition & Transformation Management
• Procurement & Asset Management
• Consulting Services
• Balance Onshore-Offshore Delivery Models
• Best Practice Development
• Change Management
• Customer Satisfaction, Quality & Metrics
• Process Reengineering
• Emergency Management
• Infrastructure Consolidation & Management
• Regulatory Reporting and Data Analysis.
• Cost Management
• Application Risk Assessment & Remediation
• Data Flow & Lineage Analysis
• Vendor Management
• C-Level reporting and analysis including BMO, War-Room, PPG & Indirect charges
• Infrastructure Volume, budget, resources and savings forecast
• Reconsoliation of budgets expected vs actuals
• Managed and delivered AGILE transformation (GT Vision) for a Corporate Technology (CT) vertical comprised of more than 8 projects for a globally distributed teams (US, UK, India). (JP Morgan)
• Led teams to achieve AGILE Maturity, requirements compliance and led teams to exceed planned firmwide tools adaptation by more than 30% enabling TDD, TDA and DevOps transformation. (JP Morgan, Confidential)
• Served as Enterprise Level Agile Coach for PO, Stakeholders and PMO, provide training sessions for individuals and teams.
• Successfully served and lead up to 6 simultaneous teams as Delivery Manager/Scrum Master, train team level scrum masters and coaches. (JP Morgan,Confidential,Confidential)
• Led and coached ‘Team and Enterprise Level’ teams and Scrum Masters on adapting LeSS, SAFe, Spotify or Custom scalability models. (Confidential, Confidential, Confidential, Confidential, Confidential )
• Established Agile delivery methodology and scalability SAFe/LeSS for mission critical projects, designed and create tools, training material and ran agile boot camp. New methodology resulted in an increase in productivity by 30%-50% and an increase in quality by 20%. (Confidential, Confidential, Confidential)
• Scrum/Kanban/Agile coached 300+ IT/Business FTE and program wide stakeholders. Provided training and run globally distributed AGILE teams. Managed onsite and offshore IT development teams and coordinated cross team efforts for end-to-end web production process and SOA. Enforced aggressive 3rd parties’ and vendor’s management and deliverables audits. (JP Morgan, Bank of America, Morgan Stanley, Cognizant)
• Designed build and support custom AGILE governance for delivery of Quartz/QzTrades program focusing on delivery of robust risk management and control environment based upon consistent cross-asset trade and position data used in Risk and P&L generations to meet business and regulatory requirements. (BoA)
• Stabilized offshore delivery process model and created new model and processes for $15M+ annual IT budget. Design and established custom Scalable Agile Portfolio for a global delivery model and established operating metrics to measure effectiveness. (Marsh USA, Cognizant)
• Managed and control financials for 3 verticals including BMO War-Room reports, PPG, Indirect charges, technology infrastructure, budget, volume, resources, analysis of expected vs actuals, savings. (MARS, Clarity, etc.) (JP Morgan)
• Successfully delivered 2018 volume, budget, resource and savings forecast for .NET and SP CoE vertical.
• Delivered and supported multiple regulatory and compliance program/projects, custom ITL data streams and data warehousing to support integration with AML, KYC, PEP Screening, RFTB, CCAR, OFAC, FR Y-14 Q/M, RESPA, TILA, BASEL III, etc. (Bank of America, Morgan Stanley)
• Championed and managed high-impact global initiative that support the firm’s strategic objectives to create unified cross bank view of customer by integrating available data (Lending, Brokerage, Fixed Income and FX Brokerage) in data warehouse for applied analysis CCAR & SCV (Single Client View). (Morgan Stanley)
• Implemented Dodd - Frank regulatory requirements and “Limit-Up Limit-Down” to address extraordinary market volatility in Delta1/Prime Services. ( Confidential Suisse)
• Led IT side of Security Lending/Fix income product integration and creation of exotic products involving MBS, ETN, ETF and full line of the SWAP products. (RBS)
• Directed creation of an industry leading Global Analytics/MIS/Business Intelligence tool to aggregate securities lending and borrowing data across Prime Brokerage, Swaps and Sec Lending businesses. Minimize the company’s risk exposure and improve lending profitability by providing bank global positions data and trend analysis in understandable formats in a real time. (RBS)
• Managed and deliver Reuters Primary Research (RPR)- evolving system which offers tools, data analyses and services to support “buy side”, brokers, investment bankers, research analysts, portfolio and wealth managers who make complex financial decisions outside sales and real time trading environment (Reuters)

PROFESSIONAL EXPERIENCE

Confidential

Project Manager

Responsibilities:

• Managed and delivered AGILE Transformation (GT Vision) for a Corporate Technology (CT) vertical comprised of more than 8 projects for globally distributed teams (US, UK, India).
• Served as Enterprise Level Agile Coach for PO, Stakeholders and PMO, provide training sessions for individuals and teams.
• Led teams to achieve AGILE Maturity, requirements compliance and led teams to exceed planned firmwide tools adaptation by more than 30% enabling TDD, TDA and DevOps transformation.
• Championed .NET and SP CoE SEAL/NUGET cleaning and stabilization resulted in creation of cross team governance and controls.
• Successfully served as Team Level Agile Coach and led 4 teams as Delivery Manager/Scrum Master, trained team level scrum masters and coaches across verticals.
• Delivered team and individual trainings, KT, team level reports and toolsets, shadow ceremonies and led Scrum of Scrums.
• Established technology and cultural base to led teams on adapting LeSS/SAFe scalability model.
• Established, planned and ran Dev-Ops conversion for all projects in .NET and SP CoE vertical.
• Managed and delivered 100% compliance of Data Management (DMS/DMO) artifacts for a ‘Control’ vertical.
• Established and ran JIRA working group as part of AGILE transformation initiative. Designed workflows and operational models, created and published run-books, build internal governance and PMO required artifacts for control flow and audit.
• Served as SME and Coach for AGILE, SCRUM, KANBAN, JIRA, LeSS, Dev-Ops, PMO and Compliance initiatives across 3 verticals and PMO. Established requirements and delivery for AGILE Artifacts for Internal and External Audit
• Tasked with managing and control of 3 verticals financials including BMO War-Room reports, PPG, Indirect charges, technology infrastructure, budget, volume, resources, analysis of expected vs actuals, savings. (MARS, Clarity, etc.)
• Successfully delivered 2018 volume, budget, procurement plans, resource and savings forecast for CT vertical.
• Responsible for initiative and program level reporting, analysis, metrics, scorecards, program decks for CTO and CTO-1

Confidential

Agile Transformation Project Manager/Scrum Coach/Scrum Master

Responsibilities:

• Responsible for designing and establishing custom AGILE governance for delivery of Quartz/QzTrades program focusing on delivery of robust risk management and control environment based upon consistent cross-asset trade and position data used in Risk and P&L generations to meet business and regulatory requirements.
• Managed onboarding and reconciliation of IMM, UMR, xVA, Volcker, etc. initiatives to Quartz/QzTrades
• Tasked with establishing AILE program, discovering and establishing new methodology aligned with the Bank internal structure for globally distributed teams (US, UK, HK and India).
• Led AGILE transformation, run agile boot camp, coach teams on agile methodologies and implementations.
• Championed, established and coached LeSS, SAFe scalability models, global governance for KT & Lean optimization.
• Delivered program wide toolset: deliverables roadmap & forecasts, team/resource allocations & performance analysis, cross initiative defects monitoring & reporting.
• Served as Delivery Manager/Scrum Master for Golden Data source team(Quartz/QzTrades)

Confidential

Senior Project Manager/Program Manager/Scrum Coach

Responsibilities:

• Delivered multiple regulatory and compliance projects, custom ITL data streams and data warehousing to support integration with AML, KYC, PEP Screening, CCAR, OFAC, FR Y-14 Q/M, RESPA, TILA, BASEL III, etc.
• Responsible for delivering internal and external audit projects/programs in Mortgage Lending/Servicing space related to regulatory compliance (Dodd-Frank, CCAR), risk management, growth and overall cost containment.
• Managed multiple projects to support Firm Risk Management, Legal & Compliance, Data Governance, Data Lineage, Data Quality, Golden-Source Data warehousing, CCAR Data Aggregation and Corporate Services.
• Championed and managed high-impact global initiative that support the firm’s strategic objectives to create unified cross bank view of customer by integrating available data (Lending, Brokerage, Fixed Income and FX Brokerage) in data warehouse for applied analysis SCV (Single Client View).
• Managed Data Governance data reconsolidation and data quality for upstreaming downstream clients.
• Delivered solutions to remediate vulnerability based on vulnerability analysis reports and tests.
• Managed AML centric projects such as PEP, OFAC, KYC, Client Screening; support Client On-boarding.
• Responsible for Morgan Stanley Home Loans (MSHL) data warehouse Data Governance and space optimization. Tasked and involved in transition and upgrades multiple IT system and programs to a new strategic architecture or platforms such as SYBASE, Oracle, Informatica, Source control, etc.
• Managed analysis to refine and enhance existing systems and processes for greater productivity and improved quality ensuring SOX compliance; remediation of audit items; adherence to IT policies; self-disclosure of known risks and issues; application risk assessment, remediation, and certification.
• Tasked with establishing schedules and controlling the vendor (PHH) delivered mortgage origination and servicing products and their quality for Morgan Stanley Home Loans (MSHL).
• Established AGILE delivery methodology for mission critical projects, designed and create tools, training material and ran agile boot camp. New methodology resulted in an increase in productivity by 30%-50% and an increase in quality by 20%.
• Led Agile program/project transformation, run Agile boot camp, coach teams on agile methodologies and implementations.
• Responsible for program deliverables forecast, budget monitoring, resource allocations, project plans, status reports, indicators, scope, scope dependencies and actual effort for a large group of geographically distributed stakeholders, clients and teams.
• Proposed, designed and managed multidimensional-program wide scalable resource allocation system (RAS) with integrated cost analysis, cost forecast and actuals analysis views. MSHLIT wide RAS implementation allowed us to:
• Forecast and balance program wide resource pool unearthing 10% of unaccounted capacity.
• Forecast, align projects and Assign SDLC resources for 1-year depth BOW.
• Detect and eliminate resource over burning. Discover and flag resource bottlenecks for Risk mitigation.
• Served Project centric financial forecast with applied actuals and demonstrate actual burn down rate trend

Confidential

Program Manager /Senior Project Manager /Scrum Coach/Scrum Master

Responsibilities:

• Stabilized offshore delivery process model and created new model and processes for $15M+ annual IT budget
• Established Scalable AGILE Portfolio for a global delivery model and established operating metrics to measure effectiveness.
• Scrum coached 120+ IT FTE and program wide stakeholders. Provided training and run 5 distributed Agile teams.
• Managed onsite and offshore IT development teams and coordinated cross team efforts for end-to-end web production process and SOA. Enforced aggressive 3rd parties’ and vendor’s management and deliverables audits.
• Responsible for detecting and eliminating processes affecting product quality, build risk mitigation practice in to the day-to-day routine, (ATDD, TDD, Continuous Integration, Continuous Testing, Automated Testing)
• Established and managed program-wide practices: schedule, cost estimation & cost control, scope filters & Scope control, QA, portfolio and project budget alignment, projects risk control & risk register, Scrum team statistics and reporting.
• Responsible for monitoring and setting standards for project quality, performance, data governance, documentation and project life cycle KPI. Established change management control and ensured strict adherence to the processes and procedures.
• Analyzed, evaluated and changed program-wide QA practice to minimize testing gaps and increase output up to 30%.

Confidential

Consultant/PMO

Responsibilities:

• Led gap analysis of trading systems, global data process structures, data elements and global trade processing.
• Responsible for a BPM design to mitigate risks during strategic QA move to offshore from 75% to 95%
• Responsible for end-to-end formal SDLS and dynamic AGILE project delivery type based on business requirements.
• Established, coached and run Scrum/Kanban practice for the globally distributed teams of software engineers.
• Developed and managed creation of scalable cross ‘trading platform’ trading engine for Prime Services, Fix Income and FX including software and hardware realization, GUI, DB model, business framework and backend.
• Managed project cost within allowed budgetary and initiative scope constrains
• Implemented Dodd - Frank regulatory requirements in Prime Services.
• Worked with multiple stakeholder groups and senior stakeholders to prioritize work and drive milestones.

Confidential

Consultant/PMO/Scrum Master/Agile transformation PM

Responsibilities:

• Partnered with business sponsors in establishing global structured product desk, competitive analysis and forecasting.
• Led Security Lending/Fix income product integration and creation of exotic products involving MBS, ETN, ETF
• Change agent and leader on ABN.AMRO/RBS merger, responsible for Investment Banking IT integration.
• Established Agile portfolio and lead IT in SDLC transition to AGILE practices within global delivery model.
• Managed and lead globally distributed IT development teams, vendors and coordinated cross team efforts.
• Was responsible for budget and scope alignment with TD book of work, cost forecast and cost control.
• Managed resource allocations to accommodate more than 100 clients and teams covering both the US and UK units.
• Introduced new strategic concepts and tools to achieve competitive advantage by implemented Bloomberg BBGID in Golden-Source Data Warehousing targeting Big Data integration Hadoop.
• Worked with the middle-office in developing system enhancements that provided flash P&L, risk exposure calculation and analysis for trading desk and Security lending business globally.